The Etchegoyhen-Stanley Group

Merrill Private Wealth Management
755 SW Bonnett Way
Suite 2200
Bend OR 97702
(650) 473.7912
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We work each day to provide the highest levels of strategy, analysis, and service to an accomplished clientele, helping them resolve the complexities of significant wealth and pursue what is most important to them.
The Etchegoyhen-Stanley Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
David Stanley
Senior Vice President, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2023
(Published on April 4, 2023. Rankings based on data as of June 30, 2022.)
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The Etchegoyhen-Stanley Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Our Approach
Welcome

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Meet Our Team
David Stanley,

ChFC®, CPFA®

Senior Vice President, Private Wealth Advisor
650.473.7882
Annie Etchegoyhen
Managing Director, Private Wealth Advisor
650.473.7912
Anushree Dave,

CRPC™

Senior Financial Advisor
650.473.7818
Gabi  Bryan
Gabi Bryan
Officer, Private Wealth Client Associate
541.318.6471
Helen  Wade
Helen Wade
Private Wealth Client Associate (FP)
541.318.6474
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
About Private Wealth

We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.

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ChFC® and Chartered Financial Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.